SMA
SILA

Sage Mountain Advisors’s Sila Realty Trust SILA Stock Holding History

Sage Mountain Advisors’s Portfolio SILA Stock Details SILA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,759
Closed -$220K – 606
2025
Q3 		$220K Sell
8,759
-3,992
-31% -$99.4K 0.01% 445
2025
Q2 		$302K Sell
12,751
-3,081
-19% -$77.6K 0.02% 321
2025
Q1 		$423K Sell
15,832
-780
-5% -$19.5K 0.03% 247
2024
Q4 		$404K Buy
16,612
+21
+0.1% +$529 0.03% 245
2024
Q3 		$420K Hold
16,591
– – 0.04% 232
2024
Q2 		$351K Buy
+16,591
New +$356K 0.03% 226

Other funds holding SILA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Sage Mountain Advisors's SILA Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Sila Realty Trust (SILA) in Q4 2025, closing a stake of 8,759 shares — an estimated $220K sold.

Sage Mountain Advisors first reported a position in SILA in Q2 2024 and held it in 6 quarters. The position peaked at $423K in Q1 2025. 275 funds tracked by Wall St. Rank hold SILA as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Sila Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 8,759 Sila Realty Trust shares in Q4 2025, an estimated $220K.
  • Sage Mountain Advisors first reported a position in Sila Realty Trust in Q2 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Sila Realty Trust position peaked at $423K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Sila Realty Trust as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.